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Lyndsi Grace Stender

Investment adviser representative at Apollon Wealth Management, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$11.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Apollon Wealth Management, LLCApr 2026 to now
  2. Motley Fool Wealth Management, LllcApr 2025 to now
  3. EllevestJun 2024 to Mar 2025
  4. Vista Capital PartnersNov 2019 to Jun 2024
  5. AldrichApr 2018 to Nov 2019
  6. Ferguson Wellman Capital PartnersSep 2013 to Mar 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 3 states (NH, OR, TX).

Apollon Wealth Management, LLC

$11.6BAssets managed
8,389Clients
144Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7202145
Firm CRD
291902
Advisor's SEC record (opens in a new tab)
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